WHO I HELP
Business owners. Private individuals. Families.
HOW I HELP
Wealth building. Wealth protection. Tax mitigation. Succession planning.
“BUILDING AND PROTECTING YOUR WEALTH.”
Simon is a Chartered Financial Planner and Fellow of the PFS with over three decades of experience advising clients. Based in our London office, he works with a broad range of individuals, families, and business owners, often at pivotal points in their financial journey.
Simon’s role involves spending time directly with clients, either in detailed review meetings with long-standing relationships or with potential new clients exploring how we can best serve them. He also dedicates time to strategic business growth, ensuring that new clients benefit from the same high level of service existing clients expect.
Simon’s advice is rooted in technical expertise built up since 1994, but he’s just as focused on the human side of financial planning. “You can have all the knowledge in the world, but if you can’t connect with someone and understand their needs, you won’t make an impact. The best advice happens when you combine skill with empathy.”
PUTTING CLIENT PRIORITIES AT THE HEART OF THE PLAN
“I start every client relationship by finding out what really matters to them, what they want their money to achieve, the life they want to live, and the people they want to provide for. For me, financial planning isn’t about selling products or ticking boxes, it’s about building a plan around a client’s ‘why.’
For many of my clients, the journey begins well before a major event like selling a business or receiving a large inheritance. I’ve worked with families years in advance of those moments, helping them structure their affairs, understand the tax implications, and ensure they have a clear plan in place for what comes next. Once the event happens, it’s about shifting the focus to preservation, security, and intergenerational planning, making sure their wealth works for them and the generations to follow.”
GIVING CLIENTS REASSURANCE AND CLARITY
“One of the most satisfying aspects of my role is hearing a client say, at the end of a meeting, that they feel more relaxed and reassured than when they walked in. That tells me we’ve delivered clarity about where they stand and confidence in the future.
I remember one couple who were anxious about whether they could afford to retire early. We went through their plan in detail, factored in every variable we could, and stress-tested the numbers. By the end of the meeting, they realised they weren’t just able to retire, they could do it in a way that supported their lifestyle and left a meaningful legacy for their family. That’s when the work feels truly worthwhile.”
NAVIGATING CHANGE WITH CONFIDENCE
“Rules change regularly, tax rules, pension rules, investment regulations, and that can feel overwhelming for clients. My job is to make sure they don’t get distracted by short-term changes or market noise.
From the outset, I explain that volatility in returns is not only inevitable but perfectly normal. Setting that expectation early helps clients stay calm when markets are unpredictable. I also make sure they know that our relationship is ongoing, financial planning is not a one-off exercise, it’s a constant process of review, adjustment, and keeping everything aligned with their life and goals.”
RELATIONSHIPS BUILT ON TRUST
“The greatest compliment a client can give me is to say they trust me, and then to introduce me to their friends or family. Those referrals mean that the relationship has gone beyond transactions; it’s a partnership.
I’ve had the privilege of working with multiple generations of the same family, starting with the parents as they built their business, then guiding them through its sale, and now advising their adult children as they establish their own financial futures. That continuity is incredibly rewarding; it’s about more than protecting wealth, it’s about protecting relationships and values over time.”
